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Ledgy Compensation Management from Ledgy
Automates equity compensation programs with benchmarking, scenario analysis, onboarding, vesting schedules, document management, and real-time reporting suitable for VC portfolio companies.
Product analysis by function
Compensation Management Solutions for Operations and Finance
Software for managing complex compensation structures including carried interest, co-investment, and performance-based components.
More Compensation Management Solutions
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Compensation Structure Flexibility
(13 Yes /13 Known /13 Possible features)
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Carried Interest Configuration Ability to define and manage carried interest arrangements, including tiers, hurdles, and vesting schedules. |
Ledgy supports custom carried interest logic and vesting schedules, per product documentation and onboarding configuration. | |
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Co-investment Tracking Support for setting up, tracking, and reporting on co-investment programs for different stakeholders. |
Co-investment programs can be tracked as part of stakeholder setup, and reporting can be run by investor group, matching 'tracking and reporting on co-investment programs'. | |
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Performance Bonus Modeling Allows creation and management of performance-based bonus structures based on fund metrics. |
Performance-based equity awards and bonus logic can be modeled via customizable scenarios and vesting triggers. | |
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Management Fee Calculation Automated calculation of management fees based on fund agreements and capital commitments. |
Management fee calculations and tracking are available as part of the admin and reporting toolkit. | |
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Multiple Comp Plan Templates Provides pre-built and customizable templates for various compensation structures. |
Multiple templates for vesting, equity plans, and carried interest are accessible within onboarding and scenario analysis. | |
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Pro Rata Allocations Handles pro rata allocations of profits and losses among participants. |
Profit and loss allocations, including pro-rata equity allocations and diluted scenario analysis, are fundamental to Ledgy's offering. | |
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Waterfall Distribution Modeling Ability to set up and model distribution waterfalls, including complex multi-tiered structures. |
Distribution waterfall modeling is available and used for fund and portfolio-level scenario analysis. | |
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Custom Vesting Schedules Support for multiple custom vesting schedules based on user-role or position. |
Vesting schedules can be customized for positions and participants as described under onboarding and compensation plan features. | |
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Retroactive Adjustments Can accommodate changes to compensation plans and recalculate past payments accordingly. |
Vesting parameters and plan adjustments can be edited retroactively, and recalculations are performed and logged. | |
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Granular Stakeholder Definition Allows defining compensation at the individual, team, or entity level. |
Individual, group/team, and entity (fund/portfolio) stakeholder compensation is configurable. | |
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Integration with Legal Agreements Ability to link compensation modules with legal document management for consistency. |
Integration with legal agreements for plan documentation and document management is directly supported in Ledgy. | |
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Multi-Fund Support Enables compensation tracking across multiple funds or SPVs simultaneously. |
Supports multiple funds, companies, and SPVs as top-level entities in the platform. | |
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Deferred Payment Support Ability to structure and automate deferred compensation arrangements. |
Deferred grants and vesting schedules, including delayed payout logic, are configurable. |
Data and Workflow Integration
(9 Yes /10 Known /10 Possible features)
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API Integration Supports integration via API with accounting systems, portfolio management, and HR platforms. |
API and platform integrations (HR, accounting, doc management) are supported as per Ledgy's product documentation. | |
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Real-time Data Sync Automated syncing of compensation data with transaction and performance datasets. |
Real-time sync and reporting for compensation metrics is a highlighted feature for administrators. | |
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Import/Export Capability Robust import and export tools for bulk data handling. |
Bulk import/export of cap tables/transactions/stakeholder data (CSV/Excel) is supported. | |
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Notification and Alerting Automated alerts/notifications for key compensation events and deadlines. |
Notifications and email alerts for vesting, grants, and actions are supported. | |
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Workflow Automation Configurable workflows to automate approval, review, and payout processes. |
Automated workflows for document signing/approvals and onboarding. | |
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Document Management Integration Links compensation records with legal/HR documents. |
Integrated document management for plan documents/agreements. | |
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Third-Party Data Feeds Support for ingesting and processing data from external sources (e.g., Bloomberg, PitchBook). |
Not as far as we are aware.* No explicit support for Bloomberg/PitchBook ingestion, focuses on internal and cap table data feeds. | |
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Data Validation Rules Enforces configurable data quality and validation rules during integration. |
Validation rules for imported data, error checking and data quality warnings are standard. | |
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Batch Processing Capability Handles large volumes of compensation calculations or updates in batch processing mode. |
Handles large batches of transactions and cap table updates at once via import tools. | |
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SFTP/FTPS Support Secure file transfer protocol support for bulk data movement. |
File transfer/import options available through secure web portal, but SFTP/FTPS not explicitly claimed. |
Reporting and Analytics
(11 Yes /11 Known /11 Possible features)
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Custom Dashboard Creation User-configurable dashboards for key compensation metrics. |
Custom dashboard wrangling and scenario workspaces for reporting. | |
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Real-time Performance Analytics Instant analytics of carried interest, investments, and bonus accruals. |
Reports and dashboards reflect real-time changes in cap table and scenarios. | |
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Compliance Reporting Pre-built reports to facilitate regulatory or internal compliance checks. |
Reports for compliance with IFRS/GAAP standards and internal checks are included. | |
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Drill-Down Capability Users can drill down from aggregate data to individual compensation records. |
Reports can be drilled down from fund or company to individual grant/stakeholder level. | |
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Export to Excel/CSV/PDF Flexible download/export options for reports. |
Export options to Excel, CSV, and PDF formats are available. | |
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Scheduled Reporting Ability to automatically schedule and deliver reports. |
Scheduled/recurring reporting and delivery to stakeholders is available. | |
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Custom Calculated Metrics Users may define custom fields and metrics for advanced reporting. |
Custom calculated metrics can be included in reports and dashboard widgets. | |
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Historical Data Analysis Retention and analysis of compensation history and trends. |
Historical data and trend analysis over time included in reporting suite. | |
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Access-Controlled Reporting Restricts reporting visibility based on user role. |
Access controls for different report sections based on user role and admin configuration. | |
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Visualization Tools Built-in charting and graphing capabilities. |
Charting, graphs, and data visualizations built into dashboard. | |
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Complex Waterfall Analysis Detailed simulation and review of distribution waterfalls. |
Simulation environments enable full waterfall and scenario simulations. |
User and Stakeholder Management
(9 Yes /9 Known /9 Possible features)
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Role-based Access Control Granular permissions based on position, fund, or portfolio. |
Role-based permissions and entity-based access assigned in user settings. | |
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Multi-Stakeholder Handling Manages complex relationships among partners, employees, investors, and advisors. |
Different roles (investor, admin, employee, etc.) and multi-stakeholder logic across funds/companies. | |
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Self-Service Portals Stakeholders can view their compensation, statements, and documents. |
Self-service portals for equity holders and stakeholders to view grants, documents, reports. | |
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Audit Trail Comprehensive logs of user actions and system changes. |
Comprehensive audit trail for all significant actions (e.g., grant issues, modifications, approvals). | |
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Delegated Administration Allows for delegated or distributed administration over compensation plans. |
Admins can delegate plan management to sub-admins or entity owners. | |
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Bulk User Management Ability to onboard, update, or offboard multiple users at once. |
Bulk user import, updates, and offboarding supported via dashboard or import. | |
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Single Sign-On (SSO) Supports enterprise SSO for streamlined and secure logins. |
SSO integration is available for enterprise customers. | |
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Group Permissions Permissions and configurations can be set by user groups. |
Permissions can be assigned to user groups (admin, HR, legal, etc). | |
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Two-Factor Authentication Adds extra security for user logins and sensitive actions. |
2FA is available as a standard security feature for account access. |
Security and Compliance
(9 Yes /9 Known /9 Possible features)
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Data Encryption Encrypts all compensation data at rest and in transit. |
Data is encrypted at rest and in transit as per Ledgy's legal and security documentation. | |
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SOC 2/ISO 27001 Certification Product and infrastructure adhere to major security standards. |
SOC 2 Type 2 certification achieved and referenced in trust/security documentation. | |
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GDPR/CCPA Tools Built-in controls for privacy regulations like GDPR, CCPA. |
GDPR compliance tools and CCPA opt-out logic delivered within product (privacy controls). | |
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User Activity Monitoring Continuous monitoring of user activity for suspicious behavior or breaches. |
User activity monitoring/audit features are outlined in the admin module. | |
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Customizable Data Retention Policies Firms can set retention periods as required by regulation or policy. |
Admins can configure custom retention for legal/compliance needs. | |
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Security Incident Alerts Immediate notification of potential security incidents. |
Security incident alerting is part of the security monitoring and notification offerings. | |
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Role-based Data Masking Sensitive data is masked based on user roles. |
Data masking for HR/legal/employee privilege assignment is available in user/role customization. | |
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Comprehensive Audit Logging All system actions and data changes are logged for audit purposes. |
Comprehensive system logs and audit capabilities provided in admin portal. | |
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Customizable User Permissions Admins can define custom roles and corresponding privileges. |
Permissions and roles can be adapted for custom admin needs. |
Calculation Engine Performance
(4 Yes /4 Known /8 Possible features)
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Real-time Calculation Speed Average latency for processing compensation and distribution calculations. |
No information available | |
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Batch Processing Throughput Number of compensation records processed per minute in bulk/batch mode. |
No information available | |
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Scalability System’s ability to handle increases in user and transaction volume without performance degradation. |
Customer references indicate support for large/complex organizations; performance not cited as a limitation. | |
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Error Rate Frequency of calculation errors detected in system output. |
No information available | |
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Auditability of Calculation Full traceable logs for each calculation iteration. |
Audit history for every grant, transaction, and plan change is accessible in-app. | |
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Support for Multi-Currency Calculations Ability to process compensation in multiple currencies, with real-time FX rates. |
Supports equity, compensation, and grant tracking in multiple currencies with up-to-date FX rates. | |
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Parallel Processing Capability Utilizes parallel processing for faster computation at scale. |
No information available | |
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Automated Exception Handling Automatically identifies and resolves calculation exceptions wherever possible. |
Automated system flags and resolves calculation issues or transaction discrepancies. |
Audit and Transparency
(6 Yes /6 Known /6 Possible features)
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Full Historical Audit Trail Tracks every change to compensation data and structure. |
Complete audit trail over all compensation data; every change tracked historically. | |
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Detailed Change Logs Logs specifying what, when, and by whom each change was made. |
Every change and its author are timestamped and logged. | |
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Read-Only Audit Reports Reports that can be shared externally for compliance or partner review. |
Read-only audit and compliance reporting shared with partners and legal teams. | |
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Access Reports Lists users who have accessed/key compensation records. |
User access logs are available for record access and view histories. | |
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Anonymized Participant Reports Generates anonymized summaries for stakeholder review. |
Anonymized reports available for board, investor, and other stakeholder communications. | |
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Time-stamped Workflow Tracking Each step in a compensation decision/workflow is time and user-stamped. |
Workflow steps—approvals and changes—are time/user stamped in activity logs. |
Configurability and Customization
(7 Yes /7 Known /7 Possible features)
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Custom Field Support Admins and users can define custom attributes for compensation records. |
Custom fields available for compensation records and grants. | |
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Configurable Approval Workflows Flexible workflow builder for multi-step approvals. |
Approval flows are customizable for different processes and plans. | |
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White-labeling Custom branding and client-facing experience. |
White-labeling allows brand customization for the web portal and stakeholder communications. | |
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Localization Support Supports multiple languages and regional data formats. |
Multiple language selection and regional data formatting are supported. | |
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Role-based Dashboard Customization Dashboards and widgets can be personalized by user/role. |
Dashboards and widgets display different metrics for user roles and departments. | |
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Formula Builder for Calculations GUI-driven or scriptable custom calculation logic. |
Custom calculation logic and formulas configurable with scenario builder. | |
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Custom Notifications Define custom triggers and recipients for system alerts. |
Notification rules are configurable with flexible recipients and triggers. |
Scalability and Deployment Options
(6 Yes /7 Known /7 Possible features)
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Cloud Deployment Product is available as a SaaS/cloud service. |
Ledgy is a SaaS/cloud-only offering. | |
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On-premises Deployment Supports on-premises installation if preferred. |
Not as far as we are aware.* No support for on-premises deployments; Ledgy is SaaS only. | |
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Multi-Tenant Architecture Supports multiple fund or firm entities in one environment. |
Supports multi-entity/fund/firms under a single subscription. | |
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Elastic Resource Scaling Resources scale up or down based on workload automatically. |
Resources and workload scale with number of entities/users (cloud-based elastic). | |
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Mobile Accessibility Full or partial feature set available on mobile devices. |
Mobile-responsive web access provides most features; dedicated mobile app is not mentioned. | |
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Disaster Recovery/Backup Automated backup and disaster recovery features. |
Automated cloud backups and disaster recovery standard (per Trust & Security section). | |
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Geo-Redundancy Supports geographically distributed redundancy for high availability. |
Geo-redundancy and high-availability built into their cloud infrastructure. |
Support and Vendor Services
(8 Yes /8 Known /9 Possible features)
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24/7 Support Availability Round-the-clock customer support service. |
No information available | |
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Dedicated Account Manager Assigned account manager for ongoing support and relationship management. |
Each customer is assigned an account manager on implementation (as per onboarding support materials). | |
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SLAs (Service Level Agreements) Explicit commitments for uptime, response, and resolution times. |
SLAs with defined uptime and support response targets are provided for paid tiers. | |
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Comprehensive Onboarding/Training Product-specific onboarding and user training materials/events. |
Guided onboarding, training calls, and comprehensive resource library available. | |
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User Community and Forums Online resources for peer learning and support. |
Ledgy Community portal and knowledge base are available. | |
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Annual Product Roadmap Updates Regular updates on product development and planned enhancements. |
Product roadmap and feature release communication is shared with customers annually. | |
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Professional Services Team Vendor offers implementation and customization services. |
Implementation and onboarding team is available for professional services. | |
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Customer Success Analytics Tools for monitoring product usage and satisfaction. |
Admin modules and reporting provide product and stakeholder usage analytics. | |
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In-app Help and Guided Tours Product includes built-in tips, guides, and tutorials. |
Built-in help, support guides, and walkthroughs are present in product interface. |
Internationalization and Regulatory Support
(6 Yes /6 Known /7 Possible features)
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Multi-Currency Support Product can handle compensation in multiple currencies. |
Supports equity and compensation plans in multiple currencies and handles FX automatically. | |
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Country-Specific Tax Calculation Automates calculation and reporting of local tax withholdings and liabilities. |
Country-specific plans, withholding, and tax calculations available for major jurisdictions, matching country tax rules. | |
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Regulatory Compliance Templates Pre-built templates for ICO, AIFMD, SEC, or other local regulations. |
No information available | |
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Local Language Reporting Built-in support for report generation in local languages. |
Reports and statements can be generated in local languages for supported markets. | |
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Cross-border Payment Support Supports compliant compensation payment to global stakeholders. |
Global stakeholders can receive compliant payments; cross-border payment support is referenced. | |
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International Date/Number Formats Records and reports can use local standards for numerical and date/time data. |
International number/date formatting is an option in globalized reports and dashboards. | |
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Country-specific Document Management Manage country-specific statutory and supporting documents for compensation. |
Document library differentiates and manages country-specific, statutory and support documents. |
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